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Managing processes (Runs)

Processes are called “runs” in the Tallyfy API. Each process is a live, trackable instance launched from a template. These endpoints let you manage the full lifecycle - from launching a new process through to archiving or permanently deleting it.

All process endpoints are org-scoped under /organizations/{org_id}/runs/....

Here is what you can do:

  • Launch a process (POST .../runs) - Start a new process from a template, with optional kick-off form data and assignment overrides.
  • List processes (GET .../runs) - Retrieve processes filtered by status, owner, template, tags, and more.
  • Get a process (GET .../runs/{run_id}) - Fetch full details for a single process, including tasks and form fields.
  • Update a process (PUT .../runs/{run_id}) - Change name, summary, owner, tags, or folders on a running process.
  • Archive a process (DELETE .../runs/{run_id}) - Soft-delete a process. It disappears from default views but keeps all data intact.
  • Activate (restore) a process (PUT .../runs/{run_id}/activate) - Bring an archived process back to its previous active state.
  • Permanently delete a process (DELETE .../runs/{run_id}/delete) - Irreversibly remove an archived process and all its data. Admin-only, and the process must be archived first.
  • Get activity feed (GET .../activity-feeds) - Pull the audit trail of task completions, comments, and status changes for a process.
  • Launch a project (no template) (POST .../runs) - Create an empty process container for ad-hoc tasks without a predefined template.

Each page below has request details and code samples in multiple languages.

Processes > Archive process

Tallyfy’s API lets you soft-delete (archive) a running process via a DELETE request so it disappears from default views while preserving all tasks and data intact and can be fully restored later using the activate endpoint.

Processes > Delete process

Tallyfy’s API lets admins permanently and irreversibly delete an already-archived process run along with all its associated tasks and data by sending a DELETE request to the /runs/[run_id]/delete endpoint with code samples provided in six languages.

Processes > List processes

Tallyfy’s API lets you retrieve a paginated and filterable list of all running process instances in your organization by calling GET on the runs endpoint with optional parameters for status and ownership and tags and sorting and related data inclusion.

Tracking And Tasks > An overview of processes

In Tallyfy a process is a live running instance of a template that you launch and track daily where each process captures a snapshot of its template at launch time and can be uniquely named or auto-named while allowing extra tasks to be added on the fly and then archived or restored after completion.
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